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Ishares High Dividend Equity F shares owned by BFC Planning

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4M 88k 27.41
2026-03-31 $2.4M 18k 135.73
2025-12-31 $2.1M 18k 121.61
2025-09-30 $97k 792 122.41
2025-06-30 $98k 840 117.20
2025-03-31 $104k 860 121.21
2024-12-31 $97k 860 112.30

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Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
LPL Financial
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Janney Montgomery Scott
Advantus Capital Management
Cetera Investment Advisers
Branch Banking & Trust Company
M^T Bank Corporation
Commonwealth Equity Services

View all funds holding Ishares High Dividend Equity F